Our Clients
Families, Medical Professionals, Executives and Business Owners.At Fleishel Financial, our unique approach, combined with our proprietary financial planning services allows us to create a personalized approach towards helping you reach your goals.
SUCCESSFUL PEOPLE AND FAMILIES
Our dedicated wealth management team is focused on addressing your key areas of progress, minimizing dangers that might exist for your children, aging parents and leaving a family legacy.
CORPORATE EXECUTIVES
We advise successful corporate executives to help you navigate and understand the myriad of benefit packages available through your company and provide objective guidance on the benefits for your family’s situation.
BUSINESS OWNERS
It can be challenging to juggle all the demands of running a business as an entrepreneur like maintaining a balance between corporate and personal cash flow, taxation and how to build wealth for your family.
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